Who We Serve

Who We Serve 1

We serve a diverse group of clients ranging from dentists, medical professionals, to families and closely held businesses. We recognize that every client is different – stage of life, financial desires and goals. Our commitment to relationship based planning is the cornerstone of our multi-decade success.

Every client is different, yet they receive the same focused effort. Each recommendation is sound, delivered by years of experience and education. Beginning with the first day of a new relationship, our clients know they are surrounded by a caring team, much more than a relationship manager or financial adviser. Depending on client needs, our team promptly delivers in a way that other firms simply cannot match. To consistently execute this promise, we listen to your preferences; communication, semi-annual versus annual reviews, and much more. Our mission is simple, deliver the highest level of service and expertise in a way that no one else can.

Using advanced technology, we bring all of your financial accounts into one personalized financial website. Our analysis and recommenda- tions must be comprehensive and reflect current market conditions. Real time planning is far superior to archaic static planning.

With a daily snapshot of your progress, we can better advise on finan- cial factors that may impede your ability to achieve the goals which are most important to you. Moreover, this relieves you of organizational burdens that create distractions from what matters most to you.

Our wealth management technology delivers a secure view or your gag financial progress. It allows us to collaborate on-line at any time, with- out the requirement of a specific meeting location. An Internet connec- tion is the only requirement to keep us connected.

Organizer

Connect all accounts for a consolidated view of your entire financial picture

Track Spending

Know how much you are spending and where.

Investments

Interactive charts and detailed views help monitor and assess the performance of your assets

Screen Sharing

Imagine the convenience of interactive planning with your advisor from anywhere, anytime

Budgeting Tools

Establish budgets to help you reach savings and spending goals

Mobile

Your financial website is available on your smart device

Vault

Safely store you most important financial and legal documents, available 24/7

Goals

Monitor your progress to be sure you are on target to reach your goals

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